Infor Equipment for Equipment Dealers

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1 Infor Equipment for Equipment Dealers "We found Infor to be the best fit for an equipment dealer like us. We went live in eight months, with a flexible system that is designed around our industry-specific business activities." Nazim A. Haque, Managing Director & CEO, Bangla Trac Limited Equipped for speed As an equipment dealer in today s competitive marketplace, you need to know your customers equipment better than they do. It s the only way you can deliver market-leading after-sales service and continuous customer care, whether you are a global firm or a smaller, more tightly focused one. But you also need to deliver on your commitments more quickly and accurately than your competition. Just imagine if you could bring costing and forecasting down to the level of each piece of equipment you sell or rent. What if you could foresee the total cost per hour per machine to help you pre-plan preventive maintenance schedules? Or offer advance notice to your customers of when their equipment's profitability will end helping them make sound economic business decisions? What if you had a greater ability to manage your service requests to resolve customer issues faster? What if you had a greater ability to integrate horizontally across your entire global supply chain forward and backward from your OEMs and suppliers to your sales, service, branch, warranty, finance, and rental departments? You need Infor Equipment, a comprehensive suite of applications that support the management of equipment from cradle to grave. One size fits one You can't meet the unique needs of the equipment industry with generic software that treats all industries equally. At Infor, we understand that the equipment industry isn't like any other industry. So, we've created a solution that's tailored to the needs of this specific industry. We believe that one size fits one. Infor Equipment includes all the capabilities to manage your dealership built-in not bolted on. So what does that mean for you? Faster deployments and fewer modifications. You ll be up and running more quickly, with fewer disruptions to your business. Upgrades are faster, too. So you can quickly adapt your business processes to the rapid changes of the equipment industry. Imagine the insight you'll gain into every aspect of your business with a solution that works the way you want to work. Focused on your success Infor Equipment is a flexible suite of solutions built from our 25 years of experience solving the tough business challenges faced by companies that provide equipment to the construction, mining, and agriculture industries.

2 Because the equipment industry is part of our DNA, our solution addresses your key issues, eliminating information blind spots and helping you to see your business from an integrated perspective. You ll be able to serve your customers where they are, not where you are. Infor Equipment provides the support you need for managing the entire equipment lifecycle from initial forecasting and sale of the equipment, through to shipment, renting, servicing, overhaul, and final disposal. It can help you predict future parts and service demand, while capturing accurate equipment data including brand, serial numbers, machine type, end of life, warranty, service, and sales data. With one integrated system, you ll have the visibility you need not only to run your business more efficiently, but to run it more profitably, no matter how many branches you have across multiple territories, no matter how demanding your customers. The key is having the right information technology partner to bring it all together and focus on your success so you can eliminate silos, implement world-class business processes, innovate in every aspect of your business, and do it at the speed of today s accelerated market. You get that partner with Infor. From large global equipment operations to smaller, mid-market dealerships, our solution goes to work for you, delivering the visibility you need to manage your business from the driver s seat. Specialized by industry Infor Equipment is specialized for the equipment industry, which means it offers the broadest, deepest solution for equipment dealers. Our integrated suite addresses your most critical business processes, helping you achieve excellence in demand management, customer service, product and service innovation, equipment lifecycle profitability, operating efficiency, and more. Sales and marketing See everything Use sales and marketing tools that give you a complete 360 overview of your customers, their equipment, and their future needs, so you can deliver world-class customer care. With Infor Equipment, you ll be able to log all interactions with your current and potential customers and slice and dice data for historical analysis and market segmentation. Infor Equipment: Equipment-centric solutions for equipment companies For 8 of the top 10 construction equip OEM supply chains For 5,500 equipment-centric customers in 60 countries Equipment lifecycle management for your industry For every size, from single location to multi-national Member of Assoc. Equip. Dist. and European Rental Assn. You can link information about the equipment population to customer and market data, so you have clear market intelligence on current and potential customers. You ll be able to capture each activity in the system from the pre-quote stage through to the order-to-invoice process and after-sales repair and offer your customers their own portal to make it easy to manage their account and do business with you. You ll be able to market your business more effectively because you ll know your customers better. Equipment quotation Quote with confidence Support sales executives and managers to add significant value to their quotation by including rent-to-purchase financing options, parts sales, dealer provided options, commissioning services, promotions, and maintenance agreements during the quotation process. The solution helps them carry out the entire quotation process, from a single entry point from a lead to order. It comes with enhanced search and selection functionality, so sales people can quickly determine if a unit is in stock and when it can be delivered to end customers. Infor Equipment also makes it simple to adjust prices during the negotiation stage, while offering easy steps for quote approval, revisions, printing, release, and follow up. Equipment Quotation Management includes a flexible price management function to help ensure you maintain profit margins. 2 Infor Equipment

3 Equipment configuration Create added value Simplify the most complex equipment configuration processes into a straightforward end-to-end view that lets you configure and customize individual pieces of equipment on site, see attribute costs and margins at a glance, and trigger work orders, material requirements, and purchase orders. With Infor Equipment, you ll be able to create added value and better information flow between all the key players in your supply chain. Project management Control costs Thanks to Infor Equipment, you ll be able to view continuously updated project information, project status, schedules, and best of all gain greater cost control. You ll improve your oversight and maximize your planning capacity, and be able to configure projects according to your own needs. Because you ll be able to integrate project planning with your key processes, you ll be in position to streamline projects and manage them more efficiently. Supply chain management and parts logistics Streamline processes From planning and scheduling to procurement and fulfillment, you ll have one version of the truth that makes it easy to manage your supply chain no matter how complex or geographically dispersed it may be. With Infor Equipment, you can use auto-leveling of inventory to ensure that parts are correctly distributed throughout your business, and use return-to-supplier functionality to minimize investment in parts inventories. You ll have more effective demand management to improve forward visibility into parts requirements. You ll be able to schedule service to coincide with parts delivery and use the mobile capabilities of Infor Equipment to streamline your warehouse processes. Improve parts and equipment flow throughout the supply chain and efficiently manage parts warehousing, parts pricing, and parts marketing to build efficiency and lower costs. Infor Equipment is a flexible suite of solutions built from our 25 years of experience solving the tough business challenges faced by companies that provide equipment to the construction, mining, and agriculture industries. Planning and scheduling Eliminate resource issues Infor Equipment s Planning Workbench can help you calculate future maintenance and service needs and easily identify critical resource issues around labor, procurement, materials, and tools. You ll be able to capture a full view of all variables in real-time and track capacity on individual projects or major rebuilds and configurations. You ll be equipped to adjust your schedule to avoid emergency situations and identify team shortages, branch allocation issues, and other bottlenecks. With Infor Equipment, you ll be able to allocate the right employee with the right skill level at the right location so you make the most of your resources. Service and maintenance Manage more effectively Get the functionality you need to support all your maintenance, repair, and overhaul operations more efficiently with Infor Equipment. You ll gain support for branch service demands, field service, installation management, and material service management, so you'll be able to manage all your core service and maintenance business processes more effectively. You ll be able to make your service engineers more effective by providing them with accurate, up-to-the-minute information, whether they re at a repair center, branch or out in the field. And you ll ensure that they re properly deployed at all times, making your service operation more cost-effective and efficient. Infor Equipment 3

4 Get the functionality you need to support all your maintenance, repair, and overhaul operations more efficiently with Infor Equipment. You ll be able to easily support the service side of the business with service level agreement (SLA) management, equipment history, warranty recording, project management, financials and back-office functionality. Warranty management Meet your agreements Simplify your warranty and claim management processes to meet your customer service agreements and grow this important part of your business. You ll be armed with the ability to configure and manage new, extended, and good will warranty templates. Track parts and equipment claims from inception to closure, including claim versions and final processing, to be sure you have the full picture. And because you ll be able to link warranty claims to your financials, you ll get an accurate picture of your total equipment profitability. Enterprise mobility Gain instant access With Infor Equipment, you ll be able to change the way your office and field personnel work. They ll have instant access to all the information they need via a range of handheld devices, so they can view maintenance records, service agreements, and product catalogs. You ll know where your field engineers are at any time and at what stage they are in a service call. And you ll be able to manage your team more effectively, eliminate process bottlenecks and potential job delays so you deliver better service and create more satisfied customers. Core (Rotable) and component management Know where everything is With Infor Equipment s component tracking module, you ll know where individual Core or rotable items are in the sales or purchase cycle and even be able to track their exact location whether they re at the customer site, dealer, or with the OEM. Our core management system can help you control all aspects of the core lifecycle management process from a single point. You ll be able to manage service agreements and other processes around refurbishing, re-manufacturing, and parts exchange, as well as to establish the necessary financial controls for effective core management all as part of the overall scope of service and parts delivery, not as a bolt-on activity. With Infor Equipment, you ll be able to interact more efficiently with your customers and suppliers to manage the process with accuracy and have confidence in the location, value, and costs of the items concerned. Rental management Availability, reliability, and customer service With Infor Equipment, you ll be able to effectively manage all aspects of your rental business whether you are operating in a business-to-business or business-to-end-consumer environment. You ll have the tools you need to manage all types of rental, maintenance, and repair scenarios, and provide full support for the rental depot or desk. Re-rent (X-Hire) functionality makes it easier for you to facilitate the renting of equipment from a third party. With all these tools at your disposal, you ll be able to increase equipment availability, utilization, and reliability. 4 Infor Equipment

5 Financial control Multi-company, multi-currency, multi-view Not only can Infor Equipment meet all of your equipment accounting needs on a day-to-day process level, but it can also help you save money over the long-term by making your financial processes more efficient. You can use our comprehensive financials system to consolidate or aggregate your global business with multi-country, multi-company, and multi-currency operations. You ll be able to capture, analyze, and manage all financial information, while linking data and business processes for clear internal benchmarking. With efficient financial processes in place, you ll be poised to fully realize your overall growth strategies. Equipment profitability Equipment money management You need to track the profitability of a piece of equipment from its initial sale until its disposal. Infor Equipment can help. With this solution, you can use integrated, closed loop financial budgeting, online reporting, and analytics to track equipment profitability alongside its operational history. You ll be able to bring actual costs and forecasting down to the level of each piece of equipment and keep a complete historical account of all costs and revenues related to each piece of equipment over its entire lifecycle. Leasing Get a handle on financing Infor Equipment is also ideal for handling the financing of your equipment and services, including your long-term rental needs. You ll be able to build pre-defined kits of components to calculate a total periodical charge for rental equipment. Plus, you ll have everything you need to manage vital information for the length of the agreement including amortization, interest, and residual value after each period. Infor Equipment provides the support you need for managing the entire equipment lifecycle from initial forecasting and sale of the equipment, through to shipment, renting, servicing, overhaul, and final disposal. Human Resource Management Hire, train, and motivate You can use our system to automate processes related to the entire employee lifecycle from the hiring process, to transfers, promotions, and terminations. You ll have the means to create effective compensation and benefit plans including health, life, disability, and flex spending. You can: Automate paper and time intensive staffing and scheduling tasks. Gain visibility into skill levels and abilities of your workforce. Business Intelligence Identify trouble spots Infor Equipment uses a series of key performance indicators and reports on your organizational performance in areas such as contract profitability, equipment analysis, resource analysis, equipment reliability, and short-term rental utilization. With this type of business intelligence, you can continuously measure, plan, and improve the way you do business. You ll get a clear view into the critical areas of your business, and see where you can make improvements to grow and profit in a competitive market. Gain flexible invoicing capabilities and turn ordinary customer service into a value-added competitive advantage with Infor Equipment. Infor Equipment 5

6 A new way of working What would it mean if you could not only improve the efficiency of your business processes, but reinvent them? If the time you waste searching for information could be channeled into acting on it? If all your employees could be productive from anywhere? Infor Equipment is built on ground-breaking technologies that deliver new levels of usability, connectivity, and insight. Based on the latest advances from both the consumer and enterprise worlds, these technologies change everything you thought you knew about business software. Organized. Role-based dashboards and powerful personalization tools let you arrange graphs, key metrics, priority alerts, and favorite inquiries on a single screen, giving you one place to go for all the information you need to make better decisions, faster. Mobile. Infor Mobile applications put the power of your Infor solutions on your tablet or smartphone, so you can be productive anytime, from anywhere. Sales managers can view up-to-date information on customer orders and shipments, staying on top of critical information. Production managers can be in one plant, yet track the progress in another. Service engineers can view all the information they need when they're out on a call. With Infor mobile applications, out of the office doesn t mean out of touch. Confident. Alerts and pre-defined workflows deliver critical, role-based information automatically to your desktop or smartphone. Act faster with early notification of late deliveries, missed shipments, and quality failures, so you can be more proactive with your suppliers, customers, and production. From planning and scheduling to procurement and fulfillment, you ll have one version of the truth that makes it easy to manage your supply chain no matter how complex or geographically dispersed it may be. Connected. With warehouse inventory in one system, work orders in another, and maintenance records in yet a third, it can be almost impossible to get a complete picture of your business. Infor's ION technology simplifies connectivity between your existing applications, both Infor and non-infor. You get seamless integration and a unified user experience across all your systems. Reliable. The Infor Business Vault provides a single, reliable source for all your reports even when that information is drawn from multiple systems across your business. Out-of-the-box, you'll derive the benefits of powerful role-based reports and industry-specific business measures derived from our 20+ years in the equipment industry. Social. With our social collaboration capabilities, you can transform the way your company works. Imagine being able to work together on the same project or document in real-time. Service engineers can gain knowledge from their co-workers on solving a customer problem. Finance managers can work on the same budget application simultaneously, without ing different versions to each other. Sales staff can work together on a new quotation. Everyone in your organization will be able to work in communities of shared interests, collaborate more effectively, improve processes, and act faster, be more productive, and get better results. Partnering with you Infor offers a variety of deployment and support options that help you realize value faster than with other business systems. The Infor implementation methodology streamlines the steps required for a customized system implementation and provides the key functionality you need to get up and running quickly. It includes a pre-configured database with predefined parameter settings and template master data such as items, equipment, services, suppliers, and customers. It helps save both time and money, and takes the guesswork out of deploying an enterprise management system. 6 Infor Equipment

7 We offer a variety of deployment options including cloud, on-premises and hybrid deployment, so you can choose the option that makes the most sense for your business today, and maintain flexibility wherever your company winds up in the future. Whichever deployment option you choose, you ll have the same industry-specific functionality. We also offer Local.ly, a range of innovative cloud-based apps for handling local requirements regarding taxes, financial management, statutory and regulatory reporting, and local compliance management. In doing so, you get cloud-based localization on demand, so you don t have to bring those capabilities in-house. When it comes to support, we can do a lot or a little depending on your needs and preferences. Infor Xtreme Support is designed to offer choices that fit your organization s evolving needs. By giving you options that align with your cost structure and existing in-house expertise, you can select the perfect balance for supporting and maintaining your software. Built for results Infor Equipment is built on an open framework that lets you integrate internally and externally with other systems. It gives you a dependable interface between your dealership and your OEMs and suppliers, as well as with your customer base. You ll have the ability to share data in real time with your OEMs related to equipment orders, configuration, delivery, service, and warranties. This solid, open and manageable technology base can adapt and grow with the changing needs of your business whatever the size of your dealership. Our flexibility and scalability means you see results right away with Infor Equipment Get the whole financial picture, down to the level of each piece of equipment. Run your rental operations more effectively. Bring disparate information together in one place in an intuitive way. Drive equipment profitability for you and your customers. With detailed, real-time data you can trust, you ll have a strong foundation for growth, margin enhancement, and innovation. And you ll meet the toughest challenges facing your industry today. Our flexibility and scalability means you see results right away with Infor Equipment. Our industry focus, together with the advantages of a full suite business application, enables us to deliver more value per dollar invested than any other enterprise software company. We can help you: Become of greater strategic value to your customers, OEMs and suppliers. Deliver first rate customer service. Empower your field engineers with mobility solutions. Empower your customers with a customer portal. Enter into service level agreements with greater confidence. Infor Equipment 7

8 641 Avenue of the Americas New York, NY infor.com About Infor. Infor is fundamentally changing the way information is published and consumed in the enterprise, helping 70,000 customers in 194 countries improve operations, drive growth, and quickly adapt to changes in business demands. To learn more about Infor, please visitwww.infor.com. Copyright 2013 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners. This document is provided for informational purposes only and does not constitute a commitment to you in any way. The information, products and services described herein are subject to change at any time without notice. INF EN-US